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Eagle Materials

334 hedge funds and large institutions have $5.3B invested in Eagle Materials in 2017 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 113 increasing their positions, 116 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 27

128% more call options, than puts

Call options by funds: $83.5M | Put options by funds: $36.6M

11% more funds holding

Funds holding: 302334 (+32)

10% more capital invested

Capital invested by funds: $4.8B → $5.3B (+$501M)

3.5% more ownership

Funds ownership: 92.65%96.15% (+3.5%)

3% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 116

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
334
Holders Change
+32
Holders Change %
+10.6%
% of All Funds
7.58%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
62
Increased
113
Reduced
116
Closed
27
Calls
$83.5M
Puts
$36.6M
Net Calls
+$47M
Net Calls Change
+$31.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$727M +$112M +1,036,435 +19%
BlackRock
2
BlackRock
New York
$481M +$20.9M +193,260 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$444M +$9.15M +84,518 +2%
JP Morgan Chase
4
JP Morgan Chase
New York
$343M +$22.4M +206,688 +7%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$245M -$9.83M -90,876 -4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$210M +$87.2M +805,668 +77%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$159M +$81.9M +756,572 +118%
State Street
8
State Street
Massachusetts
$148M -$12M -111,165 -8%
FCM
9
Frontier Capital Management
Massachusetts
$136M -$6.52M -60,227 -5%
Goldman Sachs
10
Goldman Sachs
New York
$114M +$9.9M +91,499 +10%
Citadel Advisors
11
Citadel Advisors
Florida
$109M +$10.1M +93,751 +11%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$108M +$26M +240,619 +34%
GCM
13
Gates Capital Management
New York
$88.1M -$8.87M -81,983 -10%
WHG
14
Westwood Holdings Group
Texas
$77.4M -$367K -3,395 -0.5%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$75.1M +$32.6K +301 +0%
Wells Fargo
16
Wells Fargo
California
$71.8M +$3.33M +30,762 +5%
HIM
17
Hermes Investment Management
United Kingdom
$66.9M +$1.6M +14,788 +3%
HCM
18
Hodges Capital Management
Texas
$53.9M -$99.3K -918 -0.2%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$52M +$33.4M +308,666 +205%
LHC
20
Lodge Hill Capital
New York
$50.8M -$37.9M -349,900 -44%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$47.9M -$2.08M -19,257 -4%
Victory Capital Management
22
Victory Capital Management
Texas
$47.7M -$3.3M -30,489 -7%
Norges Bank
23
Norges Bank
Norway
$44.7M +$2.22M +20,500 +5%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$44M +$632K +5,841 +2%
Bank of America
25
Bank of America
North Carolina
$43.9M -$10.7M -99,245 -20%

EXP Hedge Fund Activity: Q4 2017 in Review

334 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eagle Materials (EXP) for Q4 2017, worth a combined $5.3B — up 10% from $4.8B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new EXP positions and 27 closed out — a net gain of 35 holders — while 113 added to existing stakes and 116 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $112M. The largest seller was Prudential Financial, cutting an estimated $45.7M.

  • 334 institutional investors held Eagle Materials (EXP) as of Q4 2017, up from 302 in Q3 2017.
  • Funds reported $5.3B of Eagle Materials stock for Q4 2017, up 10% quarter-over-quarter.
  • 62 funds opened new Eagle Materials positions in Q4 2017 and 27 closed out, a net change of +35 holders.
  • The largest Eagle Materials buyer in Q4 2017 was Fidelity Investments, an estimated $112M added.
  • The largest Eagle Materials seller in Q4 2017 was Prudential Financial, an estimated $45.7M sold.

Based on aggregated 13F filings for Q4 2017.